WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 243 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is 1.80 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $176,000 | -15.0% | 4,742 | +0.1% | 0.04% | -7.7% |
| Q1 2022 | $207,000 | -34.1% | 4,736 | -34.6% | 0.04% | -13.3% |
| Q4 2021 | $314,000 | -2.5% | 7,237 | -1.9% | 0.04% | +7.1% |
| Q3 2021 | $322,000 | -7.5% | 7,374 | -3.1% | 0.04% | -4.5% |
| Q2 2021 | $348,000 | -39.1% | 7,612 | -40.8% | 0.04% | -42.1% |
| Q1 2021 | $571,000 | -5.0% | 12,863 | -11.9% | 0.08% | -8.4% |
| Q4 2020 | $601,000 | +14.9% | 14,603 | -1.6% | 0.08% | +5.1% |
| Q3 2020 | $523,000 | -22.9% | 14,834 | -20.9% | 0.08% | -28.8% |
| Q2 2020 | $678,000 | -68.8% | 18,758 | -72.2% | 0.11% | -72.6% |
| Q1 2020 | $2,176,000 | -33.6% | 67,469 | -5.7% | 0.40% | -16.8% |
| Q4 2019 | $3,276,000 | -9.4% | 71,579 | -18.2% | 0.49% | -8.8% |
| Q3 2019 | $3,616,000 | -6.6% | 87,524 | +1.0% | 0.53% | +2.7% |
| Q2 2019 | $3,871,000 | – | 86,686 | – | 0.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JD Financial Services Inc. | 293,510 | $12,075,000 | 13.17% |
| MENLO ADVISORS LLC | 146,295 | $6,018,000 | 3.98% |
| VAUGHAN & Co SECURITIES, INC. | 89,571 | $3,685,000 | 3.27% |
| Asset Management Advisors, LLC | 82,650 | $3,400,000 | 3.10% |
| ASPIRIANT, LLC | 963,418 | $39,632,000 | 2.70% |
| Larson Financial Group LLC | 155,648 | $6,403,000 | 2.18% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 458,000 | $18,842,000 | 1.94% |
| AVANTAX ADVISORY SERVICES, INC. | 1,891,043 | $77,705,000 | 1.85% |
| McNamara Financial Services, Inc. | 107,758 | $3,797,000 | 1.29% |
| JNBA Financial Advisors | 186,971 | $7,692,000 | 1.26% |